Michael Pultro - MRFC, BFA
Master Registered Financial Consultant (MRFC), Behavioral Financial Advisor (BFA)
215-489-3839
Michael has been in the financial planning industry since 1987. After graduating from the University of The Arts in 1979 with a double degree in music performance and music education, Michael spent 10 years performing in Atlantic City,...
Brian Pultro - AIF, BFA, RFC
Accredited Investment Fiduciary (AIF), Behavioral Financial Advisor (BFA), Registered Financial Consultant (RFC)
215-489-3839
I am passionate about the values of honesty, trust, integrity, and service. After spending 10 years on active duty with the United States Navy and deploying across the globe.....
Donna Mannas
Client Service Manager
215-489-3839
Donna graduated from Indiana University of Pennsylvania with a Bachelor of Science in Hotel Restaurant Institutional Management and a Bachelor of Arts in Spanish. She enjoyed a 10 year career in the hotel industry, working primarily in...
Stephanie Gillard
Office Assistant
215-489-3839